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Complicated maths

11 February 2014 / Mike Thexton
Issue: 4439 / Categories: Comment & Analysis , Investments , Pensions

Taking an interest in clients’ investment matters


  • Not being authorised to give investment advice should not stop practitioners being interested in their clients’ investment matters.
  • Common problems with pension investments.
  • The best timing when drawing down a pension plan.
  • The types of annuity and relative tax rates.
  • Is commuting a pension and taking a lump sum always the best option?

I am not authorised to give investment advice. To be frank I am not competent to give investment advice. I am scarcely even competent to receive it.

But I have been pondering recently the dangers inherent in that attitude: “I’m not allowed to talk about this to my clients so I won’t even think about it.”

The average client desperately needs someone to help them understand the consequences of investment decisions and if...

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